7. Do you provide comprehensive financial planning or just investment management?

8. Do you have many clients like me?

9. How will you help me reach my financial goals?

10. What happens to my relationship with the firm if something happens to you?

These questions are part of this forever timely infographic that NAPFA has created to better educate the general public. It includes simple yet powerful tips that might help you to better put yourself in your clients' shoes as they aim to find qualified, objective financial advice.

"People need to do their homework before working with a financial planner. And the financial planner -- especially if they are a CFP professional -- need to be prepared to answer their questions," Dan Drummond, director of public relations for the CFP Board, tells me.